Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Theodore Tegeler is a financial advisor currently registered with TFO Family Office Partners. James has over 25 years of experience in the financial industry. James is a Certified Financial Planner and holds Series 6, 26, 63 and 65 licenses. James is also a registered investment advisor in Arizona and Texas. James previously worked at SAFECO Securities, INC. and Laird Norton Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services & financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of net worth
1
2
AZ
04/05/2022 - Present
TFO Family Office Partners (PHOENIX AZ)
WA
01/09/1998 - 10/13/2003
SAFECO SECURITIES, INC. (BELLEVUE WA)
IA
Issued 04/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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